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Wealth Professional | 23 Apr 2014, 11:20 AM Agree 0
New recruits, take heed ... building your book takes a lot more than a smile, handshake and watching the dollars roll in.
  • Markus | 23 Apr 2014, 12:41 PM Agree 0
    I know it's not the main topic here, but on that Moneyweb rticle: not taking retirement planning advice from financial planners under 60 is indeed stupid. How is a 60 year old financial planner supposed to advise a client throughout retirement when they themselves are retiring shortly? The benefit an advisor of any age can provide is living vicariously through their retired clients and sharing that experience (ie: goals, pitfalls, etc) with their pre-retired clients. A 30-something financial planner can do all that as well as advise their retired or pre-retired clients for the rest of their lives.
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